See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,422 | $211,958-96.0% | $169,463-95.0% | $135,375-93.8% |
| Participation rate | 44.4% | 82.6%-38.2pp | 77.8%-33.3pp | 82.6%-38.2pp |
| Annual return | -10.60% | 3.26%-13.9pp | 1.83%-12.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $785 | $5,120-84.7% | $4,159-81.1% | $4,779-83.6% |
| Participant deferral / active EE | $1,165 | $6,075-80.8% | $5,277-77.9% | $5,609-79.2% |
| Admin fee / account holder | $143 | $11,471-98.8% | $9,109-98.4% | $10,827-98.7% |